Managing editor at large. Love lochs, leverage and Lilt. Views mine.
London
Joined July 2012
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Duncan Kerr retweeted
I need to speak up because this stupid war has reached the point when the final escalation bears consequences that are no longer linear. From here there will be no more de-escalation. Widespread infra destruction, human losses, long lasting energy crisis, regime changes,…
1/2
Duncan Kerr retweeted
Two years after it was hacked, the SEC said it cracked the case. But what if the hapless day traders it blamed were innocent? Blessed to work with
@bykenarmstrong on this tale of scapegoats, gangsters, a hacker named Olga and a giant bag of 'shrooms.
bloomberg.com/news/features/…
Duncan Kerr retweeted
Good morning London! Not a single Tory seat in the city for the first time since 1870. 🍻 via @guardian
Readers added context they thought people might want to know
The Conservatives won 9 seats in London
londonist.com/london/politic…
Duncan Kerr retweeted
An underrated story in this French election is young people’s total rejection of centrism.
Macron’s party wins among people aged 70+, and absolutely bombs with 18-24s.
Duncan Kerr retweeted
Something has changed in France tonight.
Somewhere between 10m and 12m voted for the Rassemblement National.
It is an extraordinary figure - more than any party has received in the first round in presidential or legislative ballots.
High turnout helps, but still jaw-dropping.
Duncan Kerr retweeted
Just published: front page of the Financial Times, UK edition, July 1 on.ft.com/3L9chiJ
Duncan Kerr retweeted
Exclusive: Epstein Contacted Staley for Years at Barclays Using Go-Between, Court Filings Claim — story breaking now on @business from myself @avabmorrison @JasonLeopold @jonny_browning and Katherine Griffiths bloomberg.com/news/articles/…
Duncan Kerr retweeted
Andreas Rein, Senior Portfolio Manager, UNIQA Capital Markets: ‘We don’t see a lot of new money flowing into emerging markets, despite the positive outlook. There is significant competition from other asset classes.’
Duncan Kerr retweeted
H.E. Tibor Toth, State Secretary for Macroeconomic and International Affairs, Ministry of Finance of Hungary: ‘We are the only sovereign to issue green bonds in 4 different currencies’.
Duncan Kerr retweeted
Magdalena Polan, Head of EM Macro Research, @FixedIncome: ‘We’ve been very positive on the region overall since beginning of last year. Overall we’re very positive on emerging markets, given pricing, level of spreads, and turnaround in US hiking cycle.’
Duncan Kerr retweeted
Natalia Gurushina, Chief Economist, EM Managed Debt Funds, @vaneck_eu: ‘I see more opportunities in the local rates market than in currencies.’
Duncan Kerr retweeted
Welcome to The Central & Eastern European Forum 2024!
We hope that you enjoy a day full of insightful discussions and networking. We look forward to seeing you all!
Stay tuned for more!
#emCEEForum #finance #banking #investment #events #capitalmarkets
Duncan Kerr retweeted
I was first stopped and searched by police when I was 16 on suspicion of kidnap. Since 2003 I’ve been stopped almost 30 times. I’ve written about those interactions and what I’ve learnt during my time on the crime beat @thetimes.
📸Tom Jackson
thetimes.co.uk/article/polic…
Duncan Kerr retweeted
This is extremely disturbing
Alexei Navalny has disappeared. He is no longer listed in the prison where he served his sentence
Navalny's lawyer was informed that his client was "no longer listed" in the prison in the Vladimir region, where he was serving his sentence. It is unknown where Navalny is now and what condition he is in.
Earlier, the oppositionist was not connected to the court session via video link. Navalny's associates have been unable to contact him for six days.
Duncan Kerr retweeted
💥Labour party's Rachel Reeves to launch review of financial services sector tomorrow. Appoints advisory panel of City grandees include Sir Douglas Flint, chair of abrdn and BoE's Sir Ron Khalifa. More shortly on @TimesBusiness ...
Duncan Kerr retweeted
Team called out tonight to assist a walker near the Lecht. Winter very much here on the higher mountains. ❄️
Plan ahead, dress warm and remember that head torch.
#anyhour
#anyday
#anyweather
Duncan Kerr retweeted
Tough cpl of days for UK Banks
Barclays -6% yday after earnings,today Lloyds -2%
Few themes emerging:
- Downgrade in Net Interest Margin outlook. Peak NIM well & truly behind us
- Drop in customer deposits
- Lending to customers/ businesses is slowing
The macro is catching up
Duncan Kerr retweeted
If management is wearing a striped shirt with a white collar, do not expect to see sunlight ever
